Whitepaper : All about customizing workflow in Sitecore

In almost all the Sitecore projects, developers have to create, sometimes customize and need to apply workflow to items. This guide covers all the possible scenarios and customization technics with code used for workflow. This whitepaper covers 

1.    What is workflow

2.    Create Editor and Reviewer Roles

3.    Assign permissions on items to roles

4.    Create editor and reviewer users

5.    Map users with roles

6.    Create individual/group reviewer items in content tree

7.    Create Custom comment window

8.    Apply validation rules on comment windows field

9.    Create Custom workflow

10. Apply custom workflow on items

11. Customizing workbox

12. Sorting items in Awaiting Approval section in Workbox

13. Show items associated to particular editor in draft section

14. Complete code for customizing workbox

15. Customizing items comments in Awaiting Approval section

16. Test all the scenarios

I tried my best to include all the scenarios that are associated with Sitecore Workflow.

You can download this guide from here.

You can read this white paper from here:

All About Customizing Workflow in Sitecore by surendra sharma on Scribd

Please leave your comments or share this guide if it’s useful for you.

Roles required for creating editor and reviewer role in Sitecore

I have to make editor and Reviewer for workflow. What are the different roles required for creating these roles.

I didn't get any suitable answer on Google. However after discussion with Sitecore folks, I come up with below list.

For creating Editor Group you need below roles

·         sitecore\Designer

·         sitecore\Sitecore client authoring

·         sitecore\Author

For creating Reviewer Group, you need all editor roles + Sitecore Client Publishing roles as below

·         sitecore\Designer

·         sitecore\Sitecore client authoring

·         sitecore\Author

·         sitecore\Sitecore Client Publishing

Hope this help someone while working on Sitecore workflow.

Please leave your comments or share this info if it’s useful for you.